0001398344-24-007669.txt : 20240424 0001398344-24-007669.hdr.sgml : 20240424 20240424161505 ACCESSION NUMBER: 0001398344-24-007669 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240424 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lee Financial Group Hawaii, Inc. CENTRAL INDEX KEY: 0000837980 ORGANIZATION NAME: IRS NUMBER: 990263125 STATE OF INCORPORATION: HI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18232 FILM NUMBER: 24870745 BUSINESS ADDRESS: STREET 1: 3113 OLU STREET CITY: HONOLULU STATE: HI ZIP: 96816 BUSINESS PHONE: 8089888088 MAIL ADDRESS: STREET 1: 3113 OLU STREET CITY: HONOLULU STATE: HI ZIP: 96816 FORMER COMPANY: FORMER CONFORMED NAME: FIRST PACIFIC MANAGEMENT CORP /ADV DATE OF NAME CHANGE: 20001213 FORMER COMPANY: FORMER CONFORMED NAME: FIRST PACIFIC CAPITAL CORP /ADV DATE OF NAME CHANGE: 19880823 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0000837980 XXXXXXXX 03-31-2024 03-31-2024 false Lee Financial Group Hawaii, Inc.

3113 OLU STREET HONOLULU HI 96816

13F HOLDINGS REPORT 028-18232 000104781 801-33016 N Terrence K.H. Lee 808-988-8088 /s/Terrence K.H. Lee Honolulu HI 04-24-2024 0 28 127826949 INFORMATION TABLE 2 fp0088107-1_13fhr-table.xml ALTRIA GROUP INC COM 02209S103 611400 14017 SH SOLE 0 0 14017 APPLE INC COM 037833100 357918 1872 SH SOLE 0 0 1872 BANK NOVA SCOTIA HALIFAX COM 064149107 652171 12595 SH SOLE 0 0 12595 COSTCO WHSL CORP NEW COM 22160K105 884049 1207 SH SOLE 0 0 1207 FIRST HAWAIIAN INC COM 32051X108 872923 39464 SH SOLE 0 0 39464 FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 33739Q705 615463 11459 SH SOLE 0 0 11459 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 5830922 237029 SH SOLE 0 0 237029 FORTINET INC COM 34959E109 403712 5910 SH SOLE 0 0 5910 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 9231560 290209 SH SOLE 0 0 290209 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 13458662 129672 SH SOLE 0 0 129672 HEALTHPEAK PROPERTIES INC COM 42250P103 546844 29165 SH SOLE 0 0 29165 HOME DEPOT INC COM 437076102 574130 1497 SH SOLE 0 0 1497 INNOVATIVE INDL PPTYS INC COM 45781V101 868610 8389 SH SOLE 0 0 8389 ISHARES TR MSCI USA MIN VOL 46429B697 650324 7802 SH SOLE 0 0 7802 J P MORGAN EXCHANGE TRADED F US VALUE FACTR 46641Q753 5991501 143957 SH SOLE 0 0 143957 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 2122035 36675 SH SOLE 0 0 36675 MICROSOFT CORP COM 594918104 386624 920 SH SOLE 0 0 920 ONEOK INC NEW COM 682680103 1028372 13138 SH SOLE 0 0 13138 PACER FDS TR US CASH COWS 100 69374H881 30819164 530359 SH SOLE 0 0 530359 PIMCO ETF TR ACTIVE BD ETF 72201R775 6023679 65575 SH SOLE 0 0 65575 SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM 82889N863 577218 25473 SH SOLE 0 0 25473 SPDR SER TR AEROSPACE DEF 78464A631 6087886 43327 SH SOLE 0 0 43327 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 34393527 71549 SH SOLE 0 0 71549 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1776807 6815 SH SOLE 0 0 6815 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 937568 12127 SH SOLE 0 0 12127 VERIZON COMMUNICATIONS INC COM 92343V104 784820 18704 SH SOLE 0 0 18704 VISA INC COM CL A 92826C839 404022 1448 SH SOLE 0 0 1448 WISDOMTREE TR INTRST RATE HDGE 97717W380 935038 42348 SH SOLE 0 0 42348